Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

<description>&lt;p&gt;Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs.&lt;/p&gt;&lt;p&gt;Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Important Legal Disclosure:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;creativeplanning.com/important-disclosure-information/&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Have questions or topic suggestions?&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Email us @ podcasts@creativeplanning.com&lt;/p&gt;
</description>

Join Peter and Jonathan as they explore how to determine the optimal balance between cash equivalents and other investments. While cash may be appealing to investors in the short term, learn why attempting to time the market isn’t advisable and gain valuable insights to help enhance your long-term investment strategy. Plus, explore whether a revocable living trust is the right choice for your estate planning needs.

Is Cash Trash?

Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!Important Legal Disclosure:creativeplanning.com/important-disclosure-information/Have questions or topic suggestions?Email us @ podcasts@creativeplanning.com

<description>&lt;p&gt;Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, &lt;strong&gt;Money, Simplified&lt;/strong&gt;. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.&lt;/p&gt;&lt;p&gt;Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Important Legal Disclosure:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;creativeplanning.com/important-disclosure-information/&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Have questions or topic suggestions?&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;Email us @ podcasts@creativeplanning.com&lt;/p&gt;
</description>

Investing may seem complicated, but it doesn’t have to be. This month, Peter and Jonathan dive into several major themes featured in Peter’s latest book, Money, Simplified. From home bias to market optimism, this discussion offers key takeaways for novice and savvy investors alike. Plus, discover why tax diversification of your retirement portfolio may give you added flexibility down the road.

A Book for Everyone

As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!Important Legal Disclosure:  <a href="http://www.creativeplanning.com/important-disclosure-information/">creativeplanning.com/important-disclosure-information/</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

<description>&lt;p&gt;As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. &lt;/p&gt;&lt;p&gt;Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Important Legal Disclosure: &lt;/strong&gt;&lt;br /&gt;&lt;a href="http://www.creativeplanning.com/important-disclosure-information/"&gt;&lt;strong&gt;creativeplanning.com/important-disclosure-information/&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Have questions or topic suggestions? &lt;/strong&gt;&lt;br /&gt;Email us @ &lt;a href="mailto:podcasts@creativeplanning.com"&gt;&lt;strong&gt;podcasts@creativeplanning.com&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
</description>

As we witness unexpected market resilience and experience all-time highs for the first time in two years, many investors find themselves uncertain about their next steps. Join Peter and Jonathan as they dissect the driving force behind our recession-free status and explore not only the impact of political elections on markets but also the challenges of forecasting in an efficient market. Plus, discover why you might want to consider adjusting your home and auto insurance deductibles. 

Remarkable Market Resilience

With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!Important Legal Disclosure:  <a href="http://www.creativeplanning.com/important-disclosure-information/">creativeplanning.com/important-disclosure-information/</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

<description>&lt;p&gt;With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery.&lt;/p&gt;&lt;p&gt;Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Important Legal Disclosure: &lt;/strong&gt;&lt;br /&gt;&lt;a href="http://www.creativeplanning.com/important-disclosure-information/"&gt;&lt;strong&gt;creativeplanning.com/important-disclosure-information/&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Have questions or topic suggestions? &lt;/strong&gt;&lt;br /&gt;Email us @ &lt;a href="mailto:podcasts@creativeplanning.com"&gt;&lt;strong&gt;podcasts@creativeplanning.com&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
</description>

With the markets experiencing a significant rebound in 2023, many investors are wondering what lies ahead. Join Peter and Jonathan as they dissect the economic landscape heading into 2024, from the Federal Reserve’s surprising moves to the evolving role of inflation. Plus, gain insights into when and how to rebalance your investments during a market recovery.

What to Expect in the Year Ahead

Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit.Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!Important Legal Disclosure:  <a href="http://www.creativeplanning.com/important-disclosure-information/">creativeplanning.com/important-disclosure-information/</a>Have questions or topic suggestions?  Email us @ <a href="mailto:podcasts@creativeplanning.com">podcasts@creativeplanning.com</a>

<description>&lt;p&gt;Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit.&lt;/p&gt;&lt;p&gt;Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Important Legal Disclosure: &lt;/strong&gt;&lt;br /&gt;&lt;a href="http://www.creativeplanning.com/important-disclosure-information/"&gt;&lt;strong&gt;creativeplanning.com/important-disclosure-information/&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Have questions or topic suggestions? &lt;/strong&gt;&lt;br /&gt;Email us @ &lt;a href="mailto:podcasts@creativeplanning.com"&gt;&lt;strong&gt;podcasts@creativeplanning.com&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;
</description>

Investing is all about managing risk, and one of the biggest risks we face is our reaction to the latest news, financial and otherwise. This month, Peter and Jonathan look ahead to possible developments in 2024 and the risks they pose. Plus, how much you should have in bonds when you receive other regular income and why you should ask your children ahead of time what “stuff” they’d like to inherit.

Risks We Face in 2024

Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.

Down the Middle

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